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मार्गदर्शक 14 / 22

Lead capture forms

A hosted link and an embed snippet, both landing in an agent queue within seconds.

Length 4:25Published २८ सप्टें, २०२६भाग दोन — ते चालवाWatch on YouTube

तुम्ही प्ले दाबल्यावरच प्लेअर YouTube वरून लोड होतो.

Step by step

After this video you can put a lead form on your website or share it as a link, and every submission lands in the calling queue with its source and tags already on it.

1
Create the form
Integrations → Lead sources → Lead capture forms → Create a form. The name is for you; the headline and short introduction are what a visitor reads. The form is live the moment you save.
2
Choose what to ask for
Tick the boxes the visitor fills in: name, mobile number, email, company, city, state, designation, address, PIN code and What are you looking for?. The mobile number is always asked for. Every extra box loses people, so keep it short.
3
Set the source and the tags
Source is written onto every lead the form creates, so reports can tell your channels apart; left blank, leads are marked web_form. Tags, comma separated, are added to every lead from the form. One form per channel makes the comparison worth reading.
4
Share the link or paste the snippet
Every form is both. Share this link opens a hosted page you can put in a profile, an ad or a WhatsApp reply. Embed gives you plain HTML that posts straight to LumaKol from your own page. Both create exactly the same lead.
5
What happens on submit
The lead appears in the first stage of your pipeline with the form’s source and tags, and whatever they typed as its first note. A submission from a number you already hold adds a note to the existing lead instead of a second lead.
6
Route the leads to callers
The form gets its own row on Leads → Lists. Use Reassign there to give its leads to one person or split them evenly; submissions that arrive later follow the same rule.
7
Keep the junk out
The snippet carries a hidden website box no human sees: a bot that fills it is thanked and quietly ignored. One address may send eight submissions to one form in ten minutes before it is turned away, and an invalid mobile number is refused on the spot.

Tips

Keep the hidden “website” box when you restyle the snippet: it is the part that catches bots.
Pause a form to stop its link and snippet at once while keeping the leads it collected. Deleting it is permanent.
A form’s fields are fixed once it is created. To ask something different, create a new form and pause the old one.

Read the full guide

The written guide covers the same screens, with every setting explained, so you can follow along at your own pace.

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